QUAL vs SPLV

AQUAL

BSPLV

Measures won4–2QUAL wins · of 6 · 5Y

$10,000 · 5Y$16,737QUAL · SPLV $13,408

Lowest cost0.15%QUAL · $15 on $10k

Most income2.15%SPLV · $215 on $10k

Smallest drop−9.0%QUAL · worst fall in 1Y

Held in common16.2%QUAL and SPLV

QUAL

SPLV

iShares MSCI USA Quality Factor ETF · $48.0BInvesco S&P 500 Low Volatility ETF · $7.6B

+21.4%3 years · per year$17,912 · $14,245+12.5%

+10.8%5 years · per year$16,737 · $13,408+6.0%

0.15%Expense ratio$15 · $25 on $10k · lower wins0.25%

0.85%12-mo yield$85 · $215 on $10k2.15%

−9.0%Worst dropSmaller wins−9.2%

11.9%VolatilityLower wins10.8%

4–2QUAL wins

$10,000 · 5 yearsOne scale

Shared top holdingsQUAL · SPLV

1.9%BRK-B1.4%

2.2%JNJ1.1%

1.1%LIN1.1%

1.2%COST1.1%

Held in common16.2%

End-of-day Nov 3, 2026 · $10,000 5 years ago, dividends reinvested · ● winner of the row · each row scaled to the bigger of the two

Both

5Y2 funds

#			Trend
1	AQUAL	iShares MSCI USA Quality Factor ETFRead Desk		0.15%	0.85%	0.0%	+12.4%	+14.1%	+21.4%	+10.8%	−9.0%	$48.0B
2	BSPLV	Invesco S&P 500 Low Volatility ETFRead Desk		0.25%	2.15%	−0.7%	+9.7%	+11.3%	+12.5%	+6.0%	−9.2%	$7.6B

End-of-day Nov 3, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus

Both

5Y2 funds

#			Trend
1	AQUAL	iShares MSCI USA Quality Factor ETFRead Desk		0.15%	0.85%	0.0%	+12.4%	+14.1%	+21.4%	+10.8%	−9.0%	$48.0B
2	BSPLV	Invesco S&P 500 Low Volatility ETFRead Desk		0.25%	2.15%	−0.7%	+9.7%	+11.3%	+12.5%	+6.0%	−9.2%	$7.6B

End-of-day Nov 3, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus

Cards for this view

QUAL vs SPLV

QUAL

iShares MSCI USA Quality Factor

$16,737

SPLV

Invesco S&P 500 Low Volatility

$13,408

MeasureQUALSPLV

Fee0.15%0.25%

Cost on $10k a year$15$25

Yield0.85%2.15%

5 years, per year+10.8%+6.0%

3 years, per year+21.4%+12.5%

Worst drop · 1Y−9.0%−9.2%

Volatility · 1Y11.9%10.8%

4–2measures won
QUAL first

16.2%

holdings shared

Nov 3, 2026 · $10,000 five years ago, dividends reinvested

SCHD vs VIG

YTD

SchwabSCHD

+32.8%

VIGVanguard

+14.0%

+32.8%Year to date+14.0%

3.0%Yield1.5%

$121BAssets$109B

2–0SCHD wins

End-of-day Nov 3, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+7.5%

JEPIJ.P. Morgan

+7.0%

+7.5%Year to date+7.0%

12.3%Yield8.0%

$41.8BAssets$46.0B

2–0JEPQ wins

End-of-day Nov 3, 2026

SPYM vs SPY

YTD

SPDRSPYM

+11.5%

SPYSPDR

+11.5%

+11.5%Year to date+11.5%

1.0%Yield1.0%

$185BAssets$798B

0–0level

End-of-day Nov 3, 2026

Overlap: QUAL, SPLV

Today

16.2%most shared, QUAL and SPLV

QUALSPLV

QUAL—16.2%

SPLV16.2%—

End-of-day Nov 3, 2026 · share held in common · outlined: the pair in versus

Income After Fees on $10,000

$190most kept, SPLV

SPLV$215 − $25 = $190

QUAL$85 − $15 = $70

KeptFee

End-of-day Nov 3, 2026 · yield in dollars minus the fee